DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Joseph Lanasa
Feed of 09/14/2026
At current firm
8 y
since Aug 15, 2018
In the industry
14 y
since Oct 4, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Commonwealth Financial Network national BD currentsince Aug 15, 2018 · Bloomington, Mn
- Securian Financial Services, Inc. formerApr 6, 2018 to Aug 16, 2018 · Bloomington, Mn
- Cri Securities, LLC formerApr 6, 2018 to Aug 16, 2018 · Bloomington, Mn
- Ameriprise Financial Services, LLC national BDOct 7, 2014 to Apr 3, 2018 · Minneapolis, Mn
- U.S. Bancorp Investments, Inc. formerOct 5, 2011 to Oct 2, 2014 · Saint Paul, Mn
Moves
a registration end followed by a registration begin elsewhere
- Securian Financial Services, Inc. to Cri Securities, LLCleft Aug 16, 2018, registered Apr 6, 2018 (-132 days) · channel change inside one enterprise, not a move · moved with a team
- Cri Securities, LLC to Commonwealth Financial Networkleft Aug 16, 2018, registered Aug 15, 2018 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Ameriprise Financial Services, LLC to Securian Financial Services, Inc.left Apr 3, 2018, registered Apr 6, 2018 (3 days) · Affiliated broker-dealer or bank to another
- U.S. Bancorp Investments, Inc. to Ameriprise Financial Services, LLCleft Oct 2, 2014, registered Oct 7, 2014 (5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address